Customize Lists

 

You may reach the Customize List page by clicking the cogwheel icon from any list page in SysAid that has an upper menu bar.

You may reach the Customize List page by clicking the Customize View icon from any list page in SysAid that does not have an upper menu bar.

 

 Customize the Project list

 

 Customize the Asset list

 

The customize list page has three functions:

  1. Choose which fields will show up in your lists and in which order.
  2. Choose which dropdown filters will show up in your lists and in which order.
  3. Create and manage additional list views.

 

 Customize List page

 

1. Adding and removing fields from your list views

 

To add a field(s) to the list view:

  1. Open the Customize List page.
  2. Select the desired field from the list of available columns by clicking on it. You can select multiple entries at once using SHIFT or CTRL.
  3. Click the arrow button to move the field(s) to the list of visible columns.
  4. Use the up or down arrows (to the immediate right of the visible columns list) to order the fields according to your preference.
  5. Click Save to add the changes to your current view. For more save options, see managing list views below.

 

To remove a field(s) from the list view:

  1. Open the Customize List page.
  2. Select the desired field from the list of visible columns by clicking on it. You can select multiple entries at once using SHIFT or CTRL.
  3. Click the arrow button to move the field(s) to the list of available columns.
  4. Click Save to add the changes to your current view. For more save options, see managing list views below.

 

2. Managing filters

 

SysAid gives you a large array of predefined dropdown filters for use is filtering your lists.

 

 Dropdown filters

 

 Dropdown filter on the Asset list (appears on mouse-over)

 

To enable or disable a dropdown filter:

  1. Open the Customize List page
  2. Select the desired filter from the list of Filter Menus by clicking on it.
  3. Click Edit. The Customize Filter view opens.
  4. Using the Enable Filter checkbox, enable or disable the filter as you see fit.
  5. Click Close to return to the Customize List page.
  6. Click Save to add the changes to your current view. For more save options, see managing views below.

 

To rearrange filters (old list style only):

  1. Click to select one or more filters that you would like to reorder. You can select multiple entries at once using SHIFT or CTRL.
  2. Click the arrow buttons to move the selected entries up or down. The dropdown filters display from left to right on the list page.
  3. Click Save to close the customize list page and return to your list.

 

To add a new dropdown filter:

Please contact support at helpdesk@sysaid.com for assistance in adding new dropdown filters.

Enterprise only: If you have added a custom list field to your database using Customized Entities and you would like to create a dropdown filter for this new list, please go here for instructions.

 

To remove a dropdown filter:

It is not recommended to remove filters. If you no longer need a filter, please disable it.

 

Static filters:

A static filter will apply to all results shown in the selected view, and can only be removed by returning to the Customize List view. Please contact support if you would like to add a static filter.

 

Archive filter (Service Desk lists only):

Choose whether the current view shows archived records or not. The view can show only archived SRs, only SRs that are not archived, or both.

 

3. Managing list views

 

Because you use SysAid in different ways at different times, you will need to have different list views readily available without needing to customize the desired view each time. Furthermore, only SysAid administrators can customize views, but any administrator might need to change views. For those reasons, you can create and customize as many different list views as you like. For more about using list views, please go here.

 

 Default list view

 

 Default list view, asset list

 

The view you see when you open the Customize List page is your currently active view.

 

Creating a new view:

  1. Open the Customize List page.
  2. Decide how your view will look by following the instructions in sections 1 and 2 above.
  3. Click the radio button Please enter a name for the new view.
  4. Enter a name for the new view.
  5. Click Save.

 

Editing an existing view:

  1. Open the Customize List page.
  2. Decide how your view will look by following the instructions in sections 1 and 2 above.
  3. Verify that the radio button next to Existing view is selected, and verify also that the view you would like to modify is selected in the dropdown list.
  4. Click Save.

 

Deleting a view:

  1. Open the Customize List page.
  2. Select the view you would like to delete in the Existing view dropdown list.
  3. Click Delete view.
  4. Click Save.

Please be warned that a deleted view cannot be recovered! The Default view cannot be deleted.

 

Return to Default: This restores the current view to its default state as included with new SysAid installations. A backup of the current view is created in case you realize that you need any of the changes that you've made. Return to Default is only available for views that come with SysAid, not new views that you've added.

 

Resctrict a view to specific admin groups (Enterprise only)

For any view that you create, you can choose which administrator groups have access to that view:

  1. Select any list view that you've created. Predefined views cannot be restricted (such as Default).
  2. Once you have selected the view, customize the view.
  3. At the top of the Customize List page, use the Ellipses button to open a list of groups.
  4. Select the groups that have access to this view.
  5. Save changes to the view.